Morningstar

JPMorgan Funds - America Equity Fund A (acc) - HKD


LU0863150172
  • NAV / 1-Day Return
    51.69 / -0.46%
  • Total Assets
    70.6 Bil
  • Adj. Expense Ratio
    —
  • Expense Ratio
    —
  • Fee Level
    High
  • Load
    5.00%
  • Category
    EAA Fund US Large-Cap Blend Equity
  • Investment Style
    Large Blend
  • Minimum Initial Investment
    35,000
  • Status
    Open
  • SEC Yield / TTM Yield
    — / 0.00%
  • Turnover
    9%
HKD | NAV as of Feb 12, 2025 | 1-Day Return as of Feb 12, 2025, 8:00 AM GMT+8

Performance

Growth of 10,000

Trailing Returns

Total Return %
1-Day
1-Week
1-Month
3-Month
YTD
1-Year
3-Year
5-Year
10-Year
15-Year
Earliest Available
Investment -0.46 -0.06 2.11 -0.71 1.45 18.94 11.11 14.23 12.75 — 13.67
Category -0.31 0.18 3.42 0.69 3.09 17.98 10.10 12.45 11.37 12.12 —
Index -0.27 -0.15 4.08 1.65 3.52 21.52 12.05 13.50 12.52 13.71 —
Quartile Rank——
Percentile Rank 67 66 92 80 93 55 43 13 22 — —
# of Invest. in Cat. 831 831 816 792 814 731 601 495 324 201 —
HKD |
Investment return as of Feb 12, 2025 |
Category: US Large-Cap Blend Equity as of Feb 12, 2025 |
Index: Morningstar US Large-Mid NR USD as of Feb 12, 2025 |
Earliest Available Feb 06, 2013 |
Time periods greater than 1 year are annualized

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